Investment adviser representative · Burkholder Wealth Management
Carli R. Smith
CRD 6227715 · Austin, TX
At a glance
Carli R. Smith is an investment adviser representative with Burkholder Wealth Management in Austin, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carli’s SEC record dates to 2014, about 12 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Burkholder Wealth ManagementSince March 2024Austin, TX · $380M in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Carli’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Burkholder Wealth Management
- Sarah A. BremerTulsa
- Eric D. BurkholderTulsa · Chartered Financial Analyst
- Joseph HansonTulsa
- Michael B. TillmanBroken Arrow
- Valentin J. TranierTulsa
Every advisor at Burkholder Wealth Management →Burkholder Wealth Management: assets, clients and custodians →Financial advisors in Austin, TX →Advisor Moves: who changed firms this week →